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Barron's Online gave Rogers Communications (RCI) a nice write-up yesterday, succinctly outlining the bull case. Barron's noted the positive dynamics of the Canadian wireless market which has just 60% penetration…
One of the reasons I remain bullish on Comcast (CMCSA/CMCSK) is that the much feared price war over the components of the triple play – cable TV, high speed internet,…
Over the weekend, the Wall Street Journal reported that Providence Equity was taking a control position in shopping comparison website Nextag.com. Nextag is the #2 shopping comparison website, trailing, Shopping.com.…
Several stocks in the Northlake portfolio have had newsworthy items over the past week. Here is a recap of the latest news, all of which I think is positive. Disney…
According to AdAge.com, advertising spending in the first quarter fell by 0.3% excluding paid search. The data is from a study by TNS Media Intelligence. With GDP growth in the…
The big three summer movies have now each been in theatres for more than two weeks. Together they are on track to gross about $900 million domestically, a huge number…
Yesterday several brokerage firms initiated coverage on recent IPO Cinemark Holdings (CNK), the third largest operator of movie theatres. Not surprisingly, the underwriters are providing favorable coverage including new buy…
There were no changes to Northlake's Market Cap and Style models for June. The signals remain large cap and value. The large cap signal remains very strong, while the value…
Lionsgate (LGF) shares are trading down about 4% following the release of the company's 4Q07 results and 2008 guidance. As usual, the accounting is complicated but overall I think the…
NII Holdings (NIHD) shares rose over 3% yesterday following an announcement that the company would be issuing $1 billion in new convertible notes and buying back $500 million shares. Four…
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